+44.9%
C vs TE
+132.3%
-87.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +3.6% | -4.0% | +7.6% | +3.8% |
| 30D | +0.1% | -15.9% | +16.0% | +0.8% |
| 3M | +2.4% | -60.5% | +63.0% | +6.1% |
| 6M | +24.9% | -35.2% | +60.1% | +26.0% |
| YTD | +19.8% | -31.1% | +50.9% | +20.3% |
| 1Y | +44.9% | +148.6% | -103.8% | +49.5% |
| All | +44.9% | +132.3% | -87.5% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling